Director of Financial Planning - Delos

First United Bank•Dallas, TX

About The Position

The Director of Financial Planning owns financial planning quality and consistency across Delos Private Client Group and Delos Wealth Advisors. This senior practitioner and team leader guides the Private Client Group's comprehensive, goals-based planning practice while designing and governing a standardized, technology-enabled planning program for Wealth Advisors. The program is lighter-touch by design, but every Wealth Advisor is expected to deliver it and be monitored against its standards. The role leads complex, high-net-worth planning engagements and develops the Private Client Group's financial planners and associate advisors. It also defines the minimum planning deliverable, workflow, cadence, and escalation criteria for Wealth Advisors; provides training and resources; and monitors adoption and adherence. The position owns selection, configuration, and administration of financial planning platforms, along with planning-quality and program-adoption reporting. The role reports to the Chief Investment Officer of Delos Private Client Group and works closely with the Program Manager of Delos Wealth Advisors. It collaborates with operations, compliance, Wealth Sales, and Trust Sales leadership. It does not carry sales production credit, AUM growth targets, or P&L accountability, and does not own trust origination or administration, portfolio construction, investment management decisions, or advisor production performance management.

Requirements

CFP® designation (CERTIFIED FINANCIAL PLANNER™) required.
At least 5 years of experience in comprehensive financial planning.
Deep expertise in retirement income planning, tax planning strategies, estate planning concepts, and investment planning.
Demonstrated ability to lead and develop planning teams in a fast-paced, growth-oriented environment.
Hands-on experience with eMoney Advisor, MoneyGuidePro, or comparable financial planning software, including platform administration.
Series 65 or Series 66 license, or ability to obtain one within 90 days of hire.
Exceptional written and verbal communication skills, including the ability to explain complex financial concepts to diverse audiences and skill levels.

Nice To Haves

Advanced credentials such as CPA, CFA, CEPA, CPWA, ChFC, or a legal degree.
Experience designing or standardizing a financial planning program across a multi-channel advisor population, including RIA, broker-dealer, and/or insurance channels.
Experience working in an RIA, independent broker-dealer, or fee-only advisory environment.
Familiarity with the Oklahoma and/or Texas wealth management market.
Experience monitoring advisor adherence, compliance, or quality standards at scale.
Background in business owner planning, executive compensation, or trust and estate strategies.
Prior experience reporting to or partnering with a CIO and a separate advisor-platform Program Manager.

Responsibilities

Serve as a senior planner on complex, high-net-worth client engagements involving retirement, tax, estate, cash flow, insurance, and investment strategy.
Lead, mentor, and develop the Delos Private Client Group's financial planners and associate advisors.
Establish and maintain planning standards, workflows, and best practices for comprehensive plans.
Review and approve plans prepared by junior planners for accuracy and alignment with client goals.
Develop a repeatable planning process that supports Private Client Group growth while preserving personalization.
Design a standardized, lighter-touch financial planning program for Delos Wealth Advisors across broker-dealer, RIA, and insurance channels.
Define minimum planning deliverables, workflows, cadence, and criteria for escalation to a comprehensive Private Client Group plan.
Build training, templates, and enablement materials to support consistent program delivery by Wealth Advisors.
Monitor and report Wealth Advisor adherence, identify gaps, and work with the Program Manager on remediation.
Refine the program using adoption data, advisor feedback, and client outcomes.
Select, configure, and administer financial planning platforms, such as eMoney Advisor, MoneyGuidePro, or comparable software, across both entities.
Establish the system of record and reporting cadence for monitoring Wealth Advisor plan creation, completion, and adherence.
Collaborate with operations and compliance to support regulatory compliance in planning processes and technology use.
Develop reporting and analytics for Private Client Group planning quality and capacity, and Wealth Advisor program adoption.
Partner with the Chief Investment Officer of Delos Private Client Group on the planning department's strategic roadmap.
Work with the Delos Wealth Advisors Program Manager to align the planning program with the broader operating model and advisor experience.
Coordinate with Wealth Sales and Trust Sales & Business Development leadership so planning findings inform appropriate sales, referral, and trust conversations.
Stay current on financial planning trends, tax law changes, and regulatory developments affecting client strategies.
Participate in prospect meetings and explain the value of Delos's planning approach when appropriate.